SPBC:NSD-Simplify U.S. Equity PLUS GBTC ETF (USD)

ETF | Others |

Last Closing

USD 38.42

Change

-0.53 (-1.35)%

Market Cap

USD 0.04B

Volume

0.01M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of U.S. companies and exchange-traded products with direct exposure to Bitcoin. The fund invests in equity securities of U.S. companies through exchange-traded futures contracts, equity securities of U.S. companies and ETFs that primarily invest in the equity securities of U.S. companies. The fund invests up to 15% of its total assets in the Grayscale Bitcoin Trust.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-10 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
IBIT iShares Bitcoin Trust

+0.50 (+0.94%)

USD 54.00B
QQQM Invesco NASDAQ 100 ETF

-3.32 (-1.56%)

USD 38.88B
JEPQ JPMorgan Nasdaq Equity Premium..

-0.84 (-1.48%)

USD 20.37B
ACWI iShares MSCI ACWI ETF

-1.80 (-1.52%)

USD 19.56B
CGABL The Carlyle Group Inc. 4.625% ..

-0.25 (-1.37%)

USD 16.14B
NVDL GraniteShares 1.5x Long NVDA D..

-4.38 (-6.12%)

USD 5.86B
TSLL Direxion Shares ETF Trust - Di..

-0.06 (-0.23%)

USD 5.32B
TBIL Rbb Fund Inc - Us Treasury 3 M..

+0.02 (+0.04%)

USD 4.54B
ETHA iShares Ethereum Trust ETF

-0.15 (-0.60%)

USD 3.54B
USCL iShares Climate Conscious & Tr..

-0.91 (-1.29%)

USD 2.29B

ETFs Containing SPBC

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.53% 44% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.53% 44% F 55% F
Trailing 12 Months  
Capital Gain 32.44% 88% B+ 81% B-
Dividend Return 1.31% 30% F 24% F
Total Return 33.75% 88% B+ 81% B-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 18.92% 92% A 72% C
Dividend Return 18.98% 92% A 71% C-
Total Return 0.06% 8% B- 4% F
Risk Return Profile  
Volatility (Standard Deviation) 20.40% 27% F 76% C+
Risk Adjusted Return 93.01% 92% A 95% A
Market Capitalization 0.04B 55% F 27% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.